Within Teamwork Desk, you can create companies to group and manage your customers.

🔑 Only site administrators and agents with permission to manage companies can create, edit, and delete companies on your site or assign customers to companies.

  1. Select People from Teamwork Desk's main navigation menu.
  2. Switch to the Companies tab.



  3. Click Add company in the top right.
     
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  4. Fill out the company's details:
    1. Company Name (required).


       
    2. Domains: Add email domains to the company to automatically add those customers to the company.
      1. Each company can have multiple domains applied.
      2. Each domain can only be associated with one company. Domain example: teamwork.com.
      3. Domains can contain wildcards to account for subdomains.
        1. Wildcard domain example: *.teamwork.com or *teamwork.com
      4. All new and existing tickets from customers matching the inputted domain(s) will automatically be added to the company.
        📝 When adding a new customer to your site, company domain matching will be overridden if you select a specific company in the Add Customer modal.
    3. Customer Portal Permissions
      1. Customers can view personal tickets only - when the customer logs into their portal account, they will only see their own personally submitted tickets.
      2. Customers can view all tickets submitted for this company - if the customer portal is enabled, all customers in the company will be able to view all of the tickets submitted by all members.
        ✔️ The company tickets permission option is available on Premium and Enterprise subscriptions.
    4. Add more info:
      1. Email address, phone number, industry, address, website, avatar.
      2. Details (any notes added here will appear at the top of the company's Overview section).
    5. Check the Add as a client in Teamwork.com box to sync the company.
    6. Click Add Company.

For more information, see: People